James Wrigley

Financial Adviser in Melbourne VIC, Australia

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Father of two.

My love of numbers started way back in Primary School. I can remember doing well on a maths test in grade one and my teacher at the time gave me some money to buy any icy pole as a reward - the proudest moment of my life up until that point!

As time went on I found myself helping people with their numbers, helping them study for their maths tests through high school or exam revision whilst at University. It was a natural progression that I found myself providing Financial Advice to a range of different people, of varying life stages. Be it singles, families, entrepreneurs, those approaching or in retirement. I now help a range of people on a daily basis - and I love it!

It's working with new people that I enjoy the most. Finding out what makes them tick. What are their proudest moments, their aspirations and frustrations. I then look partner with them, to develop a plan around making the most of the position they are in, so they can ultimately live the life of their choosing.

I provide proactive advice along the way, simplifying the complexities of the financial world. Allowing my clients to have the confidence to concentrate on what they do and enjoy best.